The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADIA HEALTHCARE COMPANY IN COM 00404A109 10,052 200,000 SH   DFND 1,2,3,4 200,000 0 0
ADVANSIX INC COM 00773T101 9,995 500,000 SH   DFND 1,2,3,4 500,000 0 0
AES CORP COM 00130H105 4,037 171,779 SH   DFND 1,2,3,4 171,779 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 23,273 100,000 SH   DFND 1,2,3,4 100,000 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 148,200 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
AMAZON COM INC COM 023135106 146,562 45,000 SH   DFND 1,2,3,4 45,000 0 0
ANTHEM INC COM 036752103 192,654 600,000 SH   DFND 1,2,3,4 600,000 0 0
AON PLC SHS CL A G0403H108 158,453 750,000 SH   DFND 1,2,3,4 750,000 0 0
ARMSTRONG WORLD INDS INC COM 04247X102 44,634 600,000 SH   DFND 1,2,3,4 600,000 0 0
AUTODESK INC COM 052769106 18,320 60,000 SH   DFND 1,2,3,4 60,000 0 0
BCTG ACQUISITION CORP COM 05492W103 9,724 850,000 SH   DFND 1,2,3,4 850,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 13,320 77,000 SH   DFND 1,2,3,4 77,000 0 0
BRINKER INTL INC COM 109641100 59,961 1,059,938 SH   DFND 1,2,3,4 1,059,938 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 452,640 12,000,000 SH   DFND 1,2,3,4 12,000,000 0 0
CARTERS INC COM 146229109 18,814 200,000 SH   DFND 1,2,3,4 200,000 0 0
CARVANA CO CL A 146869102 167,678 700,000 SH   DFND 1,2,3,4 700,000 0 0
CATERPILLAR INC COM 149123101 9,101 50,000 SH   DFND 1,2,3,4 50,000 0 0
CBOE GLOBAL MKTS INC COM 12503M108 18,624 200,000 SH   DFND 1,2,3,4 200,000 0 0
CENTENE CORP DEL COM 15135B101 201,722 3,360,360 SH   DFND 1,2,3,4 3,360,360 0 0
CF INDS HLDGS INC COM 125269100 7,742 200,000 SH   DFND 1,2,3,4 200,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 165,388 250,000 SH   DFND 1,2,3,4 250,000 0 0
CHEFS WHSE INC COM 163086101 7,707 300,000 SH   DFND 1,2,3,4 300,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 38,316 1,200,000 SH   DFND 1,2,3,4 1,200,000 0 0
CME GROUP INC COM 12572Q105 18,205 100,000 SH   DFND 1,2,3,4 100,000 0 0
COLFAX CORP COM 194014106 17,208 450,000 SH   DFND 1,2,3,4 450,000 0 0
CROWN HLDGS INC COM 228368106 140,280 1,400,000 SH   DFND 1,2,3,4 1,400,000 0 0
D R HORTON INC COM 23331A109 13,784 200,000 SH   DFND 1,2,3,4 200,000 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 106,843 1,100,000 SH   DFND 1,2,3,4 1,100,000 0 0
E L F BEAUTY INC COM 26856L103 7,557 300,000 SH   DFND 1,2,3,4 300,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 218,460 1,650,000 SH   DFND 1,2,3,4 1,650,000 0 0
FACEBOOK INC CL A 30303M102 122,922 450,000 SH   DFND 1,2,3,4 450,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100 30,375 4,077,214 SH   DFND 1,2,3,4 4,077,214 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 113,168 800,000 SH   DFND 1,2,3,4 800,000 0 0
FISERV INC COM 337738108 22,772 200,000 SH   DFND 1,2,3,4 200,000 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 6,597 40,000 SH   DFND 1,2,3,4 40,000 0 0
JONES LANG LASALLE INC COM 48020Q107 59,348 400,000 SH   DFND 1,2,3,4 400,000 0 0
KIRBY CORP COM 497266106 20,732 400,000 SH   DFND 1,2,3,4 400,000 0 0
LAS VEGAS SANDS CORP COM 517834107 137,080 2,300,000 SH   DFND 1,2,3,4 2,300,000 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 7,037 634,500 SH   DFND 1,2,3,4 634,500 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 44,730 1,050,000 SH   DFND 1,2,3,4 1,050,000 0 0
LITHIA MTRS INC CL A 536797103 168,285 575,000 SH   DFND 1,2,3,4 575,000 0 0
LPL FINL HLDGS INC COM 50212V100 182,385 1,750,000 SH   DFND 1,2,3,4 1,750,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 2,511 150,000 SH   DFND 1,2,3,4 150,000 0 0
MANITOWOC CO INC COM NEW 563571405 2,967 222,900 SH   DFND 1,2,3,4 222,900 0 0
MASCO CORP COM 574599106 10,986 200,000 SH   DFND 1,2,3,4 200,000 0 0
MOHAWK INDS INC COM 608190104 21,143 150,000 SH   DFND 1,2,3,4 150,000 0 0
MUELLER INDS INC COM 624756102 7,022 200,000 SH   DFND 1,2,3,4 200,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 319,653 7,250,000 SH   DFND 1,2,3,4 7,250,000 0 0
OUTFRONT MEDIA INC COM 69007J106 77,595 3,967,000 SH   DFND 1,2,3,4 3,967,000 0 0
PLANET FITNESS INC CL A 72703H101 31,052 400,000 SH   DFND 1,2,3,4 400,000 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 119,617 3,981,912 SH   DFND 1,2,3,4 3,981,912 0 0
ROSS STORES INC COM 778296103 6,141 50,000 SH   DFND 1,2,3,4 50,000 0 0
SCHWAB CHARLES CORP COM 808513105 212,160 4,000,000 SH   DFND 1,2,3,4 4,000,000 0 0
SHIFT4 PMTS INC CL A 82452J109 106,572 1,413,426 SH   DFND 1,2,3,4 1,413,426 0 0
SKECHERS U S A INC CL A 830566105 144,982 4,034,000 SH   DFND 1,2,3,4 4,034,000 0 0
SOUTH MTN MERGER CORP COM CL A 838884104 5,973 370,300 SH   DFND 1,2,3,4 370,300 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 109,125 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
STERICYCLE INC COM 858912108 173,325 2,500,000 SH   DFND 1,2,3,4 2,500,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 347,100 10,000,000 SH   DFND 1,2,3,4 10,000,000 0 0
TOLL BROTHERS INC COM 889478103 19,562 450,000 SH   DFND 1,2,3,4 450,000 0 0
TWITTER INC COM 90184L102 270,750 5,000,000 SH   DFND 1,2,3,4 5,000,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 255,000 5,000,000 SH   DFND 1,2,3,4 5,000,000 0 0
ULTA BEAUTY INC COM 90384S303 14,358 50,000 SH   DFND 1,2,3,4 50,000 0 0
UNDER ARMOUR INC CL C 904311206 5,952 400,000 SH   DFND 1,2,3,4 400,000 0 0
VIATRIS INC COM 92556V106 28,110 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
VISA INC COM CL A 92826C839 54,683 250,000 SH   DFND 1,2,3,4 250,000 0 0
WESTROCK CO COM 96145D105 8,706 200,000 SH   DFND 1,2,3,4 200,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 13,902 600,000 SH   DFND 1,2,3,4 600,000 0 0